2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...
5/05/2022 Portfolio Strategy Setting your investment objectives: institutional asset allo... Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
27/04/2022 Economy & Markets Adding to the debate: “Is the Fed behind the curve"? Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
20/04/2022 Economy & Markets The inflation psychology is kicking in Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
